Timesheet Module

The Timesheet Module helps you manage your field employees’ work hours. You can add, edit, and track timesheets easily. Jobs created here are called Timesheet Jobs.

Important Notes

• Jobs lasting less than a minute won’t appear in reports.
• If a job is marked as completed but lacks a duration, check the Timesheet module for conflicts.
• Conflicts must be resolved for actual durations to display in reports.

Navigating the Timesheet Module

Timesheet Dashboard

The dashboard provides a summary of employee work hours over a 15-day pay period.

You can track:

• Status – Whether an employee is On/Off Duty, On a Job, on Break, or Traveling.
• Company – The customer the employee is working with.
• Location – The employee’s current location.
• Progress – Shift, Job, and Break hours within the pay period.
• Record Conflicts – Alerts for incomplete or conflicting timesheets, such as missing clock-outs. The system flags timesheets open for over 24 hours by default, but this setting can be changed.

To fix a conflict, click Has Conflict Records and update the time entry.

Adding a New Timesheet Record

You can create a timesheet record in two ways:

Option A: Select an Employee

1. Click an employee’s name on the Timesheet page.
2. In the Timesheet Record page, click Add New.
3. Fill in the details:
   • Type: Job, Travel, Shift, or Break.
   • Cost Code (if applicable), Vehicle, Job, and Customer (auto-filled).
   • Start/End Date, Duration, and Notes.
4. Click Save Changes to add the record.

Option B: Use the + ADD NEW Button

1. Click + ADD NEW on the main Timesheet page.
2. This opens the Timesheet Record page with no employee selected.
3. Choose an employee from the dropdown list.
4. Fill in the details and save.

Managing Timesheet Records

Change Employee or Time Period

• To change the time period, select new start and end dates.
• To switch employees, use the dropdown in the upper left corner.

Edit a Time Entry

• Click the three dots next to an entry.
• Select Edit and update the time details.

View Timesheet Audit Trail

Track changes made to timesheets:

• Click the three dots on a timesheet.
• Select Audit Trail to see timestamps, editors, and changes.

Actions Menu

The Actions Button allows you to:

• View all Timesheet Jobs.
• View Completed Jobs.
• Track Equipment Time.
• Approve and sync timesheets with QuickBooks.

View Timesheet Jobs

• Click Actions to add or delete a Timesheet Job.

View Completed Jobs

• View completed jobs monthly and click Convert to Invoice to bill customers.